Taxes handled with care

Individual Tax Services for Our Business Clients

At S&P Accounting, we provide individual tax preparation exclusively for our existing business and nonprofit clients and their families. This approach allows us to coordinate business and personal filings together, ensuring your overall financial picture works in harmony. With roots in Ocala and clients across Florida and Texas, we deliver a straightforward, supportive process that makes tax season less stressful.

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Coordinated planning for peace of mind

Tax Preparation That Works with Your Business

When personal and business finances are closely linked, treating them separately can create missed opportunities or unnecessary complications. We align your business filings with your personal tax strategy to reduce surprises and strengthen your long-term financial plan.

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Individual Tax Preparation

Accurate and timely filing of federal and state returns, with attention to deductions and credits that fit your situation.

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Business Owner Coordination

We align your personal tax filings with your business returns, ensuring your strategies work together to minimize liability.

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Family Tax Services

Support for spouses and dependents, including child tax credits, education deductions, and planning for household income.

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Year-Round Planning

We don’t just file—we provide guidance throughout the year, including estimated tax payments and planning for changes in income.

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IRS Support

If questions arise, we stand behind our work and help you respond to notices or inquiries from the IRS.

How we make filing easier

A Simplified Approach to Personal Taxes

01

Collect Documents

We gather W-2s, 1099s, K-1s, and other records, along with information about deductions and credits.

02

Review & Coordinate

We compare your personal situation with your business filings to ensure strategies align and no opportunities are missed.

03

Prepare & File

We prepare your return, confirm accuracy, and file electronically for faster processing.

04

Year-Round Guidance

We help with quarterly estimates, tax law updates, and planning so you’re prepared for the next filing season.

FAQs About Individual Tax Services

  • Do you take walk-in tax clients?

    No. We limit individual tax preparation to existing business and nonprofit clients and their families. This ensures consistency and coordinated strategies.

  • Can you handle both federal and state returns?

    Yes. We prepare both federal and state tax filings for individuals in Florida, Texas, and beyond.

  • Do you help with estimated quarterly payments?

    Yes. We calculate estimated tax payments for self-employed individuals and business owners to help avoid surprises at year-end.

  • What if I receive an IRS notice?

    We stand behind our work. If you receive a notice related to a return we prepared, we’ll help you respond and resolve the issue.

  • Do you assist with tax planning?

    Yes. Beyond filing, we help clients plan ahead for life changes—such as new dependents, education expenses, or retirement contributions.